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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$67.93
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
Old Westbury Small & Mid Cap Strategies
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets8.45B
FSWFX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.3B vs. OWSMX (8.45B). FSWFX (0.92) and OWSMX (0.91) have matching dividends . FSWFX was incepted earlier than OWSMX: FSWFX (5 years) vs OWSMX (20 years). OWSMX (1.17) is less costly to investors than FSWFX (0.76). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 5.54 vs. FSWFX (1.28).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 0.473 | 5.375 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3B | 8.45B | 868% |
| Annual Yield % from dividends | 0.92 | 0.91 | 102% |
| Returns for 1 year | 1.28 | 5.54 | 23% |
| Returns for 3 years | 17.82 | 19.87 | 90% |
| Returns for 5 years | N/A | 26.45 | - |
| Returns for 10 years | N/A | 1.57 | - |
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